eLEGACY

The Legacy Foundation is excited to offer eLEGACY, a financial management application that allows clients to aggregate their entire financial life—from bank accounts to investments to insurance. The program includes a digital vault that can be used to securely store and access your legal documents, life insurance policies, travel insurance, passport, deeds, keepsake items and much more. eLEGACY also allows advisors to provide you with tax planning, asset allocation recommendations, estate planning, and the ability to generate reports on an ongoing basis. The program employs the most advanced security encryption in the industry to keep your data safe and private, and provides our clients with a consolidated snapshot of their entire financial profile at any time, 24/7, 365 days a year.